Help with custom fields

[yomtov]

Hi,

I have two questions on custom fields.

1. I am trying to create a new number field where I can input numbers in
summary tasks and they would still roll up to higher summary tasks. Is this
possible? If so how can I do it? When I create a new field and set the
calculations to roll up the Sum it does not allow me to enter numbers in
summary tasks. Is there a way to customize this to do what I want?

2. How can I customize a number field to display data as % and to roll up?


All help is appreciated.

 

[Dave]

Hi,

I have two questions on custom fields.

1. I am trying to create a new number field where I can input numbers in
summary tasks and they would still roll up to higher summary tasks. Is this
possible? If so how can I do it? When I create a new field and set the
calculations to roll up the Sum it does not allow me to enter numbers in
summary tasks. Is there a way to customize this to do what I want?

Not naturally. The problem is that with the simple 'roll up' option
selected, Project has no way of knowing which of the summary fields you
wish to be able to type into and which should be automatically summed
from lower level tasks.

You could work around this by entering the number in the first
non-summary task below the summary however.

VBA is the alternative route to take.

2. How can I customize a number field to display data as % and to roll up?

You would have to use a text field and a number field. The text field
would convert the value in your number field to a string and add the '%'
character.

 

[Rod Gill]

When rollup is selected, all summary tasks have formulae in them, hence no
data input. I am tired, so don't take this as the final answer, but I think
the only way for you is to either enter values in the first sub-task or use
VBA to sum the values.

--

Rod Gill
Microsoft MVP for Project

Author of the only book on Project VBA, see:
http://www.projectvbabook.com

 

[yomtov]

Thanks

Not naturally. The problem is that with the simple 'roll up' option
selected, Project has no way of knowing which of the summary fields you
wish to be able to type into and which should be automatically summed
from lower level tasks.

You could work around this by entering the number in the first
non-summary task below the summary however.

VBA is the alternative route to take.


You would have to use a text field and a number field. The text field
would convert the value in your number field to a string and add the '%'
character.

 

[yomtov]

Thanks.

When rollup is selected, all summary tasks have formulae in them, hence no
data input. I am tired, so don't take this as the final answer, but I think
the only way for you is to either enter values in the first sub-task or use
VBA to sum the values.

--

Rod Gill
Microsoft MVP for Project

Author of the only book on Project VBA, see:
http://www.projectvbabook.com

 

[yomtov]

Hi Dave,

I cannot get your second response to work. Can you please elaborate how you
get a field to display data as % and not as regular numbers?

Thanks in advance

 

[Dave]

Add a number field such as Number1 (right click on the headers on the
left had pane and select "Insert Column".

Then right click on the Number 1 header, select "Customise Fields" and
select your preferred rollup method.

Now insert a new column, Text1 for example.

Select "Customise Fields" again and click the formula button.

In the formula area, write:

CStr( [Number1] ) + " %"

 

[yomtov]

Thank you. This worked.

Add a number field such as Number1 (right click on the headers on the
left had pane and select "Insert Column".

Then right click on the Number 1 header, select "Customise Fields" and
select your preferred rollup method.

Now insert a new column, Text1 for example.

Select "Customise Fields" again and click the formula button.

In the formula area, write:

CStr( [Number1] ) + " %"

Hi Dave,

I cannot get your second response to work. Can you please elaborate how you
get a field to display data as % and not as regular numbers?

Thanks in advance